American Institute for Advanced Investment Management, LLP
154 holdingsFiling period: 2026-03-31Current AUM: $169.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 25.2K | $10.8M | $11.9M | 7.06% | -567 | 2026-03-31 |
| 2 | IWD | ISHARES TR | 31.5K | $6.7M | $7.9M | 4.69% | +7 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 9.5K | $6.2M | $7.1M | 4.20% | -83 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 19.7K | $5.0M | $6.1M | 3.60% | -1,491 | 2026-03-31 |
| 5 | MINT | PIMCO ETF TR | 36.7K | $3.7M | $3.7M | 2.19% | +120 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 9.3K | $3.4M | $4.3M | 2.55% | +154 | 2026-03-31 |
| 7 | GLD | SPDR GOLD TR | 6.4K | $2.7M | $2.4M | 1.39% | +300 | 2026-03-31 |
| 8 | IWM | ISHARES TR | 11.0K | $2.7M | $3.2M | 1.89% | -- | 2026-03-31 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 12.3K | $2.6M | $2.9M | 1.74% | -4,827 | 2026-03-31 |
| 10 | VTI | VANGUARD INDEX FDS | 8.1K | $2.6M | $3.0M | 1.76% | -3,172 | 2026-03-31 |
| 11 | VUG | VANGUARD INDEX FDS | 5.9K | $2.6M | $3.0M | 1.79% | -302 | 2026-03-31 |
| 12 | VTV | VANGUARD INDEX FDS | 12.9K | $2.5M | $2.8M | 1.68% | +939 | 2026-03-31 |
| 13 | BIL | SPDR SERIES TRUST | 26.7K | $2.4M | $2.4M | 1.44% | +11.2K | 2026-03-31 |
| 14 | PPA | INVESCO EXCHANGE TRADED FD T | 14.6K | $2.4M | $2.5M | 1.50% | -90 | 2026-03-31 |
| 15 | NLR | VANECK ETF TRUST | 17.3K | $2.3M | $1.9M | 1.09% | -6 | 2026-03-31 |
| 16 | MDY | STATE STR SPDR S&P MIDCAP 40 | 3.7K | $2.3M | $2.6M | 1.51% | -- | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 10.2K | $2.1M | $2.8M | 1.64% | -647 | 2026-03-31 |
| 18 | GRID | FIRST TR EXCHANGE-TRADED FD | 17.4K | $2.1M | $2.3M | 1.37% | -50 | 2026-03-31 |
| 19 | PAVE | GLOBAL X FDS | 40.5K | $2.1M | $2.3M | 1.35% | +5 | 2026-03-31 |
| 20 | NVDA | NVIDIA CORPORATION | 11.7K | $2.0M | $2.3M | 1.39% | -168 | 2026-03-31 |
| 21 | JHSC | JOHN HANCOCK EXCHANGE TRADED | 46.9K | $2.0M | $2.3M | 1.34% | +3.0K | 2026-03-31 |
| 22 | CEG | CONSTELLATION ENERGY CORP | 6.0K | $1.7M | $1.6M | 0.94% | -225 | 2026-03-31 |
| 23 | ABBV | ABBVIE INC | 7.7K | $1.7M | $1.9M | 1.14% | -- | 2026-03-31 |
| 24 | SHLD | GLOBAL X FDS | 23.3K | $1.7M | $1.5M | 0.87% | +350 | 2026-03-31 |
| 25 | JNJ | JOHNSON & JOHNSON | 6.5K | $1.6M | $1.7M | 0.98% | -- | 2026-03-31 |
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